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UGI
UGI

Overview Fund Activity

376 hedge funds and large institutions have $5.39B invested in UGI in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 128 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
10.03%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
42
Increased
128
Reduced
127
Closed
33
Calls
$22M
Puts
$2.15M
Net Calls
+$19.9M
Net Calls Change
+$2.58M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$669M
2
American Century Companies
American Century Companies
Missouri
$24.7M
3
WCM
Wedge Capital Management
North Carolina
$71M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$18.7M
5
CBOA
Commonwealth Bank of Australia
Australia
$110M

Top Sellers

1
NI
Numeric Investors
Massachusetts
$22M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$31.9M
3
Principal Financial Group
Principal Financial Group
Iowa
$24.1M
4
Charles Schwab
Charles Schwab
California
$104M
5
EIP
Energy Income Partners
Connecticut
$58.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
351
Wealthspire Advisors (Maryland)
Maryland
$6K – – –
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$5K -$927 -23 -16%
LP
353
LMR Partners
United Kingdom
$4.55K +$4.55K +112,951 New
SF
354
Synovus Financial
Georgia
$4K – – –
SNT
355
Security National Trust
West Virginia
$4K – – –
PHK
356
Point72 Hong Kong
Hong Kong
$4K +$4K +100 New
WEC
357
Winslow Evans & Crocker
Massachusetts
$3.26K -$40 -1 -1%
Nuveen Asset Management
358
Nuveen Asset Management
Illinois
$2.7K – – –
HIM
359
Hillsdale Investment Management
Ontario, Canada
$2K -$334K -10,030 -99%
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$2K -$25.4K -571 -93%
CFG
361
Citizens Financial Group
Rhode Island
$2K -$2.44K -50 -55%
TWA
362
TCI Wealth Advisors
Arizona
$2K – – –
AIS
363
Accurate Investment Solutions
Pennsylvania
$2K – – –
DSC
364
Duncker Streett & Co
Missouri
$2K – – –
PMFA
365
Plante Moran Financial Advisors
Michigan
$2K +$2K +39 New
WA
366
Winfield Associates
Ohio
$2K +$2K +50 New
IAS
367
INR Advisory Services
Pennsylvania
$2K +$2K +51 New
SEC
368
Seven Eight Capital
New York
$1K -$97K -3,200 -99%
Twin Tree Management
369
Twin Tree Management
Texas
$1K -$27.7K -887 -97%
PCP
370
Proficio Capital Partners
Massachusetts
$1K +$1K +21 New
HW
371
Hancock Whitney
Mississippi
$870 -$955 -23,706 -52%
VIA
372
Vident Investment Advisory
Georgia
$638 +$310 +7,684 +95%
EWM
373
Endurance Wealth Management
Rhode Island
$60 – – –
PCM
374
Penserra Capital Management
California
$35 +$12 +296 +50%
BGIM
375
Brandywine Global Investment Management
Pennsylvania
– -$5.47M -162,013 Closed
13 14
15
16 17